Templates and the gallery

A template is the layout of a document: its headings, text, tables and the fields that are filled from a product or from your company profile. One template can produce a document for any product. Open Templates to see yours.

Your templates and the gallery

The Templates page has two tabs. Your templates lists the templates you own, with their type and when they were last edited. Gallery has ready-made starters you can copy.

Starter templates

Starters are a structure to build on, not finished legal documents. Review them before use. They are designed so that a normally filled product produces a complete document: only the product name is required, and everything else is a table, a section that shows only when the value exists, or a field with fallback text.

Choose Use this template on a starter to copy it into Your templates. The copy is yours to edit. The gallery original never changes. You can also pick a starter straight from New document under Ready-made.

Managing your templates

• Use opens New document with that template selected.
• Click the name or choose Edit to open the template editor.
• Rename, Duplicate and Delete are in the row menu. Duplicate is the safe way to try a big change.
• Upload a document (top right) turns a Word or PDF file into a template. See Import a Word or PDF file.

How many templates you can keep depends on your plan. See plans and AI credits. If you go over the limit after a downgrade, your templates stay editable. You just cannot add more.